Insurance Broker Associate (Non-sales)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

JOB OVERVIEW:

This team is based in-office in Birmingham, AL and has been voted a Best Place to Work! The team works hard & plays hard; their teamwork & culture is a huge part of their success. Their specialty is supporting clients in the commercial construction, infrastructure, & oil & gas industries. This is an exciting opportunity to join a driven, energetic, fun team!

The Insurance Marketing Associate's (aka broker associate) main responsibilities are to support the Broker/Marketing Account Executive with providing top-notch client services. THIS IS NOT A SALES ROLE. This role assists with producing client submissions, proposals, presentations, insurance summaries & reports. It will also provide day-to-day support with routine inquiries and transactions concerning clients (such as answering phone calls, responding to emails, scanning, and photocopying).

 

LOCATION: HYBRID - Birmingham, AL: Role will be fully in-office during training & onboarding, then can work 1 day per week from home.

 

WHAT WE’RE LOOKING FOR:

• REQUIRED: At least 1-2+ years of experience working for an insurance agency, broker or carrier.
• Candidates with strong, professional communication skills. 
• Individuals proficient in Microsoft Excel who can handle frequently running and compiling reports.
• High attention to detail, and the ability to learn and understand software systems quickly.
• Candidates with strong, professional communication, problem-solving and relationship-building skills, who enjoy providing top-notch service to internal and external customers in a fast-paced environment.
• Positive and outgoing disposition, eager to work as a team but also functions well working independently.

 

WHAT YOU’LL DO: 

A detailed list of job duties includes (but is not limited to):

• Input client information into Sagitta (agency management software system)
• Request loss runs
• Pre-complete renewal schedules and applications
• Prepare ACORD applications
• Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
• Prepare confirmations of coverage and insurance program charts
• Coordinate with other staff on certificate-holder list
• Assist with processing and tracking mid-term endorsement requests
• Follow up on underwriter subjectivities
• Assist with program analysis for potential clients
• Assist with contract review of insurance requirements
• Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion
• Assist quoting using insurer’s online platforms where applicable
• Provide day-to-day support with routine inquires and transactions concerning client
• Serve as a backup when a broker is out of the office

 

WHAT YOU’LL BRING:

• Bachelor’s degree preferred, preferably in an insurance-related field
• Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Knowledge of agency management system is a plus; Sagitta preferred
• Commercial property and casualty experience is a plus
• Licensed property/casualty insurance agent/broker license; if not already licensed, EPIC will provide the opportunity to get licensed

 

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

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